Member and Cause-Related Organziations
205 A Road Map to Screening — Start Your Engines
Ilana Lester Moreno, Director of Research, Environmental Defense Fund
Miriam Wazeter, Director, Prospect Management & Research, Hadassah
Thursday, August 21
8:30am – 10:00am
Screening at member and cause-related organizations presents some unique challenges and opportunities. This pair of veterans will address the process from start to finish. They’ll cover how to assess and choose vendors, select a cost-effective and manageable population for screening, pull an input file together with implementation success in mind and develop and execute a strategy to roll out the names so dollars can start rolling in. Participants will be encouraged to share challenges and successes with the group.
215 Prospecting Without an Alumni Base
Sara Edwards-Asuncion, Director of Prospect Development, Smithsonian Institution
Thursday, August 21
10:30am – 12:00pm
Member and cause-related organizations may lack “natural” constituencies, but we have the hearts and minds of our supporters. Combining internal and external resources to find donors who are ripe for cultivation and capable of making major gifts is the backbone of a successful prospect identification program. We’ll discuss a variety of tried and true approaches that our organizations employ and we’ll look to the audience to share their best practices with the group.
225 Strategic Prospect Management in Cause-Related Organizations
Hodan Hassan, Director, Program Services & Research, U.S. Fund for UNICEF
Phoebe Slanetz, Director of Prospect Development, New England Aquarium
Thursday, August 21
2:30pm – 4:00pm
This session will address prospect management outside the traditional fundraising landscapes of higher education and healthcare. Speakers will draw upon professional experiences in higher education institutions as well as member- and cause-related organizations. Topics include the components of prospect management, developing appropriate accountability reports and how to implement a prospect management system designed to strategically manage prospects.
305 Leveraging Board and Volunteer Networks for Campaign Success
Mark DeFilippis, Associate Director, Prospect Development, The Nature Conservancy
Friday, August 22
8:30am – 10:00am
Managing trustee and volunteer relationships effectively can be challenging, but doing it well is a key to a successful campaign. The speaker will discuss how to set up volunteers and research organizations for success beginning with how we identify who offers the most fundraising promise, then moving onto prospect identification (research and volunteer-driven), campaign meeting management and prospect relationship management.
315 POP, Prospect Universes and Other Projects to Populate Productive Prospect Pools
Valerie Anastasio, Development Officer, Special Projects, Museum of Fine Arts Boston
Rachel DeMaster, Manager of Research, Museum of Science, Boston
Heather Reisz, Director of Research & Prospect Development, Museum of Fine Arts Boston
Friday, August 22
2:30pm – 4:00pm
Learn about concrete models being used to develop and continually re-populate strong donor prospect pools. The Museum of Science in Boston has developed the Prospect Overview Process (POP) to help the organization identify new potential major gift prospects and manage major gift prospects based on measurable criteria. This tool has been used to identify donor prospects and plan effective appeals around the annual fund and a Kresge Challenge. Speakers will discuss models and ongoing refinement, then discuss the importance of connections and affiliations in creating strong prospect pools especially in non-educational institutions. Participants are encouraged to share tactics used at their own organizations.
405 Starting a Research Shop
Michele Miller, Director of Constituent Management, Butler University
Saturday, August 23
8:30am – 10:00am
Whether you are brand new to prospect research or recently taken a position with an organization that has never had a full-time person dedicated to prospect research and management, this presentation will show you how to set up a small research shop or improve an existing one. The presenter will discuss setting expectations with fellow staff, staffing needs, developing a budget, creating a multi-year work plan, dealing with the organization’s database — or lack thereof — and setting up a prospect management program appropriate for your organization.
415 Teamwork Beyond the Development Office: Research and Fundraising Strategies for Everyone in Your Organization
Kate Fultz Hollis, Senior Research Analyst, UCLA
Saturday, August 23
10:30am – 12:00pm
Most of us work with development officers, but what about working with faculty and deans or curators and museum directors as part of a team about to get a gift? This session will provide some research and negotiating tips to work better with all members of your organizations. Attendees will gain insight about how to prepare briefings for people not familiar with asking for money and present information to professionals in the organizations who might not know how to handle the information ethically.
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